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Kornitzer Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Kornitzer Capital Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$595K Sell
7,031
-43,182
-86% -$2.76M 0.01% 451
2025
Q4 		$1.75M Sell
50,213
-10,082
-17% -$301K 0.04% 336
2025
Q3 		$1.56M Hold
60,295
– – 0.03% 348
2025
Q2 		$1.55M Buy
+60,295
New +$976K 0.03% 345

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kornitzer Capital Management's AAOI Position: Q1 2026 in Review

Kornitzer Capital Management reduced its Applied Optoelectronics (AAOI) stake by 86% in Q1 2026, selling an estimated $2.76M and leaving 7,031 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #451.

Kornitzer Capital Management first reported a position in AAOI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q4 2025. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Kornitzer Capital Management held 7,031 shares of Applied Optoelectronics worth $595K as of Q1 2026.
  • Kornitzer Capital Management sold 43,182 Applied Optoelectronics shares in Q1 2026, an estimated $2.76M.
  • Applied Optoelectronics made up 0.01% of Kornitzer Capital Management's portfolio in Q1 2026, its #451 holding.
  • Kornitzer Capital Management first reported a position in Applied Optoelectronics in Q2 2025 and has held it in 4 quarters since.
  • Kornitzer Capital Management's Applied Optoelectronics position peaked at $1.75M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.